In my quest to
build a solid and diversified passive income cash flow, having a solid
sustainable dividend portfolio is a major part of that both currently and in the future. Last week,
I had a mission of looking through hundreds of US listed international companies that could be good candidates to add international diversification. I did end up coming up with 6 names which I decided to look into today. I will be using the
top 20 things that I look at when judging dividend stocks.
Dividend Metrics
| Ticker | YZC | CHL | BHP | SSL | SNP |
|---|
| Name | Yanzhou Coal Mining Co Ltd | China Mobile Ltd | BHP Billiton Ltd | Sasol Ltd | China Petroleum & Chemical Corp |
| Current Dividend Yield | 6.19 | 3.83 | 3.35 | 6.56 | 3.44 |
| 5 year Dividend Growth | 25.48 | 11.78 | 18.97 | 14.35 | 15.57 |
| 1 year Dividend Growth | 0.32 | 6.76 | 10.89 | 24.51 | 34.26 |
Obviously, there are many strong names here and I also looked at the longer term history of these companies. SSL is without a doubt my top name with all of the other names coming in close. YZC’s numbers look extremely impressive but they have not been as consistent, pay an annual dividend and have less history.
Company Metrics
| Ticker | YZC | CHL | BHP | SSL | SNP |
|---|
| Name | Yanzhou Coal Mining Co Ltd | China Mobile Ltd | BHP Billiton Ltd | Sasol Ltd | China Petroleum & Chemical Corp |
| Sales Growth (1 year) | 41.9 | 8.81 | 0.68 | 18.96 | 31.28 |
| Sales Growth (5 year) | 31.99 | 9.92 | 11.55 | 9.12 | 24.12 |
| EPS growth (5 year) | 50.89 | 11.31 | 23.35 | 420.19 | 46.73 |
| P/E ratio | 5.02 | 11.11 | 11.8 | 9.3 | 9.25 |
| P/E Next Year | 10.54 | 11.69 | 12 | 7.87 | 6.02 |
| Margins growth | -1.79 | N/A | N/A | -2.37 | N/A |
| Payout ratio | 32.51 | 43.14 | 38.9 | 49.3 | 35.52 |
| Return on Equity | 21.68 | 20.55 | 25.14 | 20.25 | 16.42 |
Many more strong candidates but I have to say that YZC looks incredibly solid doesn’t it? Many of the others also have important strengths!
Stock Metrics
| Ticker | YZC | CHL | BHP | SSL | SNP |
|---|
| Name | Yanzhou Coal Mining Co Ltd | China Mobile Ltd | BHP Billiton Ltd | Sasol Ltd | China Petroleum & Chemical Corp |
| Trend Analysis | -75 | 90 | 55 | 55 | -85 |
| Price | 14.55 | 54.96 | 68.06 | 43.91 | 91.56 |
| Trading Volume | 266471.0625 | 895206.3125 | 2219923.25 | 235817.1406 | 72970.86719 |
It becomes difficult to judge this criteria only but obviously the top
trend analysis score is China Mobile.
Industry
| Ticker | YZC | CHL | BHP | SSL | SNP |
|---|
| Name | Yanzhou Coal Mining Co Ltd | China Mobile Ltd | BHP Billiton Ltd | Sasol Ltd | China Petroleum & Chemical Corp |
| Industry (declining, volatile, etc) | Coal | Cellular Telecom | Diversified Minerals | Chemicals-Diversified | Oil Comp-Integrated |
Many different industries here but it does seem like materials/energy are strong. I guess the main point here is that all of these candidates could be very strong candidates for your portfolio, it largely depends on what the best fit is. For the
USDP, I already have a lot of money invested into energy stocks so that is one sector that I am staying away from. I would be very tempted to go for YZC or SSL… how about you?
Disclosure: No positions on these 6 stocks
